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Patriot Financial Group Insurance Agency’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$381K Sell
10,543
-11,555
-52% -$382K 0.04% 357
2026
Q1 		$643K Buy
22,098
+13,197
+148% +$396K 0.04% 388
2025
Q4 		$254K Buy
8,901
+16
+0.2% +$452 0.03% 424
2025
Q3 		$248K Sell
8,885
-219
-2% -$5.86K 0.03% 425
2025
Q2 		$230K Sell
9,104
-3,015
-25% -$71.3K 0.03% 461
2025
Q1 		$284K Buy
12,119
+377
+3% +$9.61K 0.04% 387
2024
Q4 		$304K Sell
11,742
-324
-3% -$8.62K 0.04% 369
2024
Q3 		$311K Sell
12,066
-106
-0.9% -$2.63K 0.04% 376
2024
Q2 		$289K Sell
12,172
-190
-2% -$4.5K 0.04% 382
2024
Q1 		$304K Sell
12,362
-1,552
-11% -$36.4K 0.05% 362
2023
Q4 		$329K Buy
13,914
+2,840
+26% +$59.9K 0.06% 316
2023
Q3 		$229K Sell
11,074
-2,174
-16% -$47.7K 0.05% 385
2023
Q2 		$290K Sell
13,248
-4,460
-25% -$93K 0.05% 345
2023
Q1 		$371K Buy
17,708
+3,906
+28% +$84K 0.08% 280
2022
Q4 		$280K Sell
13,802
-9,590
-41% -$197K 0.04% 329
2022
Q3 		$442K Sell
23,392
-20,424
-47% -$427K 0.11% 215
2022
Q2 		$854K Sell
43,816
-10,774
-20% -$230K 0.17% 128
2022
Q1 		$1.29M Sell
54,590
-8,274
-13% -$195K 0.23% 99
2021
Q4 		$1.61M Buy
62,864
+6,332
+11% +$164K 0.27% 79
2021
Q3 		$1.42M Buy
56,532
+3,048
+6% +$77.4K 0.25% 92
2021
Q2 		$1.4M Buy
53,484
+10,612
+25% +$271K 0.26% 89
2021
Q1 		$1.07M Buy
42,872
+30,288
+241% +$745K 0.24% 99
2020
Q4 		$280K Buy
12,584
+1,160
+10% +$23.1K 0.07% 271
2020
Q3 		$195K Sell
11,424
-5,716
-33% -$98.4K 0.06% 269
2020
Q2 		$280K Buy
17,140
+1,020
+6% +$15.3K 0.11% 185
2020
Q1 		$208K Buy
16,120
+7,924
+97% +$135K 0.1% 206
2019
Q4 		$155K Buy
8,196
+6,312
+335% +$114K 0.06% 257
2019
Q3 		$33K Buy
1,884
+4
+0.2% +$71 0.01% 521
2019
Q2 		$34K Buy
1,880
+44
+2% +$778 0.01% 513
2019
Q1 		$32K Buy
1,836
+948
+107% +$16.2K 0.02% 460
2018
Q4 		$13K Buy
888
+192
+28% +$3.24K 0.01% 562
2018
Q3 		$13K Buy
696
+532
+324% +$10.1K 0.01% 575
2018
Q2 		$3K Sell
164
-448
-73% -$8.11K ﹤0.01% 527
2018
Q1 		$10K Hold
612
– – 0.01% 600
2017
Q4 		$11K Buy
612
+4
+0.7% +$68 0.01% 575
2017
Q3 		$10K Hold
608
– – 0.01% 556
2017
Q2 		$10K Buy
608
+228
+60% +$3.6K 0.01% 533
2017
Q1 		$6K Buy
380
+220
+138% +$3.44K 0.01% 597
2016
Q4 		$2K Buy
+160
New +$2.35K ﹤0.01% 710

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

Patriot Financial Group Insurance Agency's SCHA Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 52% in Q2 2026, selling an estimated $382K and leaving 10,543 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #357.

Patriot Financial Group Insurance Agency first reported a position in SCHA in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.61M in Q4 2021. 900 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 10,543 shares of Schwab U.S Small- Cap ETF worth $381K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 11,555 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $382K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #357 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Schwab U.S Small- Cap ETF position peaked at $1.61M in Q4 2021.
  • 900 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.